Learn about Calculated Fields with SmartConnect - Straight from One of Our Partners

We love stumbling across articles from our key partners that share their love of our solutions and give users out there tips to make their lives easier. Take a moment to read an article from BDO Solutions' blog by Eric Verebely called "Customizing SmartConnect Integrations: Part One - Try This!"  He highlights the value of calculated fields when setting up integrations in SmartConnect and lets you know just how to do it. Thanks, Eric!

What's your favorite tip for SmartConnect users? Let us know!  

Tech Tuesday: What version is what in SmartConnect?

We have recently released SmartConnect 2014; for more information on the initial release, check out our blog post on it from last week here. Chris Dew, our Director of Product Management, will ease any confusion when it comes to different SmartConnect versions below.
 
We have quite a few people that ask what version of SmartConnect is needed for a specific version of Microsoft Dynamics GP or Microsoft Dynamics CRM. The new architecture we introduced in 2010 has allowed us to remain independent of specific versions of products for the most part. As with many ETL tools, we are always introducing new technologies as they are made available. For example, SQL Server 2014, gets added to our list of supported datasource and destinations.

Below I have prepared a couple of key releases you will want to note for the major versions:

SmartConnect 2014

• Microsoft Dynamics GP 2013 R2, 2013, 2010, 10
• Microsoft Dynamics CRM 2013, 2011, 4.0 and Online
• Salesforce.com
• SQL Server 2014, 2012, 2008, 2005
• Webservices as datasource and destination
• Excel add-in for Excel 2013, 2010

As you can see the newest version of SmartConnect should have you covered for most versions of Dynamics GP and Dynamics CRM. We have seen a few customers using SmartConnect to migrate from older versions of Dynamics GP (5 and 6) or from Dynamics CRM 4.0 to 2013 or the Online edition. You won't need to worry about loading any older versions of SmartConnect to go back this far. The only thing I would point out is that we do require SmartConnect to be loaded on a SQL Server 2005 or greater database when you are migrating.

As we look to the near future where we can make additional connectors available, we are especially excited about the "DexNext" services oriented approach. When we add this connector for Dynamics GP 2015 it will open up many more integration points to Dynamics GP and ISV products ensuring that the same business logic is used whether you enter the data inside of Dynamics GP or from SmartConnect. Will eConnect still be around for a while? Absolutely, but Microsoft will be pushing the architecture and I think it will make Dynamics GP have the best integration story with SmartConnect out there!

Interested in SmartConnect? Have further questions regarding versions? Email us at sales@eonesolutions.com and we will be happy to assist you!

SmartConnect Classroom Training in Q3

Summer is here and though many of us have been taking turns vacationing, we're still hard at work in the office - focusing on the products and getting ready for some great events in (our) Q3. As you look forward to your next quarter, we'd love to have you set aside time to join us at our SmartConnect classroom training events: 

July 16th & 17th: Fargo, ND

August 13th & 14th: Denver, CO

September 17th & 18th: Los Angeles, CA

So are you ready to become an integration guru? The sessions are $1400/per person for two full days of hands-on training and lunches each day. If you send 2 people from your organization, the 2nd person is half off. We have LIMITED SEATING available so please sign up early.

Already made your schedule for next quarter? Consider joining us for the following. The sessions for Q4 are as follows: 

October 12th & 13th: St. Louis, MO (prior to the GPUG Summit event) 

November 12th & 13th: Fargo, ND (prior to the reIMAGINE event)

December 3rd & 4th: Phoenix, AZ

Sign up through our website calendar or email sales@eonesolutions.com if you'd like to participate! 

Tech Tuesday: 3 SmartConnect Features You May Not Yet Know About

While in Anaheim this week, I sat down with our Senior Technical Consultant – Chris Hanson – and asked him his top 3 features in SmartConnect that our partners and customers out there may not yet be taking an advantage of. Here are his favorite features:

1.       Multi-lookup:allows users to pull in any fields off a record that exist in CRM. For example, you could default contact info from a parent account.

2.       Multi-data source: allows users to join any data source together in one map. For example, you can have a file with your GL entry information in it and join that to the account master table in GP – so you pull the rest of the account information with it to ensure that each account exists.

3.       New Excel Template Creator: allows you to choose an entity or node and walks you through creating the template with an easy to use wizard. The Excel template creator builds the spreadsheet, vba, and the map for you.  

Do you have 3 top features in SmartConnect that you think the world should hear about? Have 3 features you’d like to see added? Let us know! Email abbey.cooper@eonesolutions.com.

Join eOne at the GPUG Summit in Tampa

We are only a few days away from heading on down to Tampa for the GPUG and CRMUG Summits. The question is: WILL YOU BE THERE? If your answer was yes - that's awesome! We are looking forward to connecting with you! We'd love to have you attend our sessions:

1. Extender Training: Join Nicole all day on Monday, October 21st for Extender training and become an expert. Email sales@eonesolutions.com for details.

2. What are the Builders?: Confused by which builder is which? Learn what they are and when to use them! Wed, October 23rd at 10 am.

3. Excel Report Builder - Your Miracle Tool: We use ERB every single day in our business for our sales reporting. Find out how ERB can be the best reporting tool for you out there. Wed, October 23rd at 2 pm & Friday, October 25th at 11 am

4. Making GP Your Super ERP: This is session will be unlike any you've heard from us before. We will tell you how we make GP our internal Super ERP and share how we use all of our products to make our business run efficiently. Thursday, October 24th at 9:30 am

5. Extender & What it Means to You: Extender gives you the power to make GP do what you want. Find out more by joining us at our session. Thursday, October 24th at 2:30 pm

6. Going Deep with SmartList Builder: Over 13,000 GP customers use SmartList Builder for their reporting needs. Whether you own it or want to, this is a session that you'll want to join to go deep with SLB. Thursday, October 24th at 4 pm

7. Excel Report Builder/SmartList Builder Panel: Want to hear about using ERB and SLB in real life? Come to the panel discussion and hear stories of using ERB/SLB in every day life. Friday, October 25th at 2 pm

Beyond the sessions, you can find Martin, Nicole, Chris Dew and myself at the eOne booth (#218) during expo hours. We'd love to give you a product demo, discuss your project and generally catch up with you!

If you'd prefer to have a sit down meeting over coffee, lunch, or dinner - we do have a few slots still open. Let me know (email abbey.cooper@eonesolutions.com) and we'll set up a time to meet.

Again, we really look forward to seeing you!

GPUG and CRMUG Summit, eXtreme CRM - two of the best events this fall

Let the fun begin! As eOne enters one of the busiest seasons of the year, we thought we'd let you know about two of the larger events we'll be sponsoring this fall. If you can make it to either event - please stop by and see us. We love connecting with our partners and customers. We'd love to hear your success stories, learn how we can improve, and catch up on how things are in your world.

1. GPUG/CRMUG Summit in Tampa, FL
These are hands-down some of the most fun events for our team because we get to connect with customers. The summits are designed for customers to learn more about solutions they may already have in house through their Microsoft purchases, as well as discover other solutions that may help them further. We'll be presenting a bunch of sessions that we'd love to have you join us for, including:

1. Extender Training: all day on Monday, October 21st. Email sales@eonesolutions.com for details.  
2. What are the Builders?: Wed, October 23rd at 10 am
3. Excel Report Builder -Your Miracle Tool: Wed, October 23rd at 2 pm & Friday, October 25th at 11 am
4. Making GP Your Super ERP: Thursday, October 24th at 9:30 am
5. Extender & What it Means to You: Thursday, October 24th at 2:30 pm
6. Going Deep with SmartList Builder: Thursday, October 24th at 4 pm
7. Excel Report Builder/SmartList Builder Panel: Friday, October 25th at 2 pm

Take a look at all the sessions here.

 

Chris Dew presents at last year's GPUG Summit class on Excel Report Builder.

 

 

2. eXtreme CRM in Anaheim, CA

This is the go-to event for Microsoft Dynamics CRM partners. The agenda is jam-packed with sessions for everyone from developers to consultants to sales and marketing folks. We had a great time last year connecting with familiar faces and getting to know new partners. We are truly looking forward to this valuable CRM event this year. Take a look at the full eXtreme CRM agenda here to find out which sessions you should attend.

 





Chris Hanson discusses SmartConnect - eOne's integration tool for CRM - with some of our favorite partners.

 

 

Want to know where else the eOne team will be this fall? Already planning to come to one of the events above but want to connect with the eOne team? Let us know - email abbey.cooper@eonesolutions.com.  



Join eOne at WPC 2013 in Houston!

Only 20 days to go until we get to spend time with Microsoft GP & CRM partners at Worldwide Partner Conference in Houston, TX. We are thrilled to announce that eOne is an alumni Exhibitor this year - prepped & ready to share our latest and greatest with you at booth #2030.

Are you attending WPC? Want to visit with the eOne team outside of Expo hours? Our relationship with our partners is our highest priority, so don't hesitate to let us know when you're available to meet. Reach out to me and we will lock a time in the schedule! (abbey.cooper@eonesolutions.com)

We look forward to seeing you in Houston!

Last Call for SmartConnect Training in Dallas

Hey Y'all -

Consider this the "last call" for customers and partners out there interested in our SmartConnect Deep Dive Training in Dallas, TX, June 18th and 19th. We'd love to have you join us, so please sign up by June 7th (next Friday) at the very latest! Here are the details you'll need to know:

What's Included? Two full days of hands-on training from our experienced consultants, our latest product training manual, training image, lunch and beverages/snack breaks each day:

Cost: $1400/person (Send two people from your organization and get the 2nd person at 1/2 off!)

Goal: By the end of the training, you can expect:

• To become more independent on SmartConnect
• To identify additional ways to leverage SmartConnect at your site or at other customers' sites
• To provide more value for the customer's overall solution

If you're interested, take these steps right away:

1. Contact sales@eonesolutions.com to let them know you'd like to sign up. Include the number and names of the attendees you'd like to send.

2. Work with the eOne team to process the payment or pay directly online yourself by adding "2 Days of Classroom Training" to your shopping cart. (Add one per participant.)

3. Once you've made the payment, watch for an email from the eOne team regarding training location (near the DFW airport), start times and what to bring.

Again, we'd LOVE to have you join us so please let us know as soon as possible if you can make it!

Questions on Training? Want to know other training options if you can't join us in Dallas? Email me directly and I'd be happy to help! (abbey.cooper@eonesolutions.com.)